Burford Brothers, Inc.
RIA/Wealth
Burford Brothers, Inc. is a RIA/Wealth based in Dallas, TX led by Charles Scott Burford, reporting $361.3M in AUM as of Q3 2025 with AAPL as the largest holding (8% allocation).
PresidentCharles Scott Burford
- Portfolio Value
- $233.9M
- Positions
- 167
- Top Holding
- AAPL at 7.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Burford Brothers, Inc.'s portfolio (41% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $18.2M | 7.77% | -$186.6K Sold | 0.00% 71.4K shares | |
ETF ETF | $13.6M | 5.81% | +$420.9K Bought | — 343.6K shares | |
Insurance - Diversified Financial Services | $11.7M | 5.00% | +$344.4K Bought | 0.00% 23.2K shares | |
Software - Infrastructure Technology | $10.3M | 4.40% | -$36.8K Sold | 0.00% 19.9K shares | |
Auto - Manufacturers Consumer Cyclical | $9.9M | 4.25% | -$41.4K Sold | 0.00% 22.3K shares | |
ETF ETF | $9.0M | 3.83% | -$4.2M Sold | — 181.9K shares | |
ETF ETF | $8.2M | 3.49% | -$509.5K Sold | — 185.7K shares | |
ETF ETF | $5.4M | 2.32% | +$279.2K Bought | — 158.8K shares | |
Specialty Retail Consumer Cyclical | $5.1M | 2.17% | +$14.9K Bought | 0.00% 23.1K shares | |
Oil & Gas Integrated Energy | $4.7M | 2.00% | -$21.1K Sold | 0.00% 41.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Burford Brothers, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-66.38% |
Analytics
Portfolio insights and performance metrics for Burford Brothers, Inc.
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